Credit Union Forum 2020: Speaker bios

Lessons learned from the past year of unanticipated change

Date and time: October 7, 2020  | 2:00-3:30 p.m. CT
Speaker: Marcie Bomberg-Montoya, Principal at Wipfli 

Marcie Bomberg

Marcie Bomberg-Montoya, OCI, OEI

Marcie Bomberg-Montoya brings over 25 years of experience in executive leadership roles in both financial institutions and private enterprise to her engagements. She has developed a high level of proficiency, leading a myriad of complex enterprise-wide endeavors such as mergers and acquisitions, strategic analysis and plan implementation, growth and transformation strategies, as well as innovative product and service development. Marcie is highly sought after for her wide range of experience with advising traditional regulated financial institutions, bank holding companies, community development organizations and financial technology (fintech) companies. She believes that client satisfaction is best achieved through a holistic approach to client needs, ensuring successful goal fulfillment now and throughout her clients’ future planning.


The employee experience: What's ahead?

Date and time: October 21, 2020 | 10:00-11:30 a.m. CT
Speakers: Julia Johnson, Director of Organizational Performance at Wipfli

Julia Johnson

Julia Johnson

As an accomplished consultant with more than 25 years of diversified human resources and organizational development experience, Julia A. Johnson works closely with executive and senior management teams to enhance organizational performance through effective deployment of resources. She builds lasting relationships with clients and tailors recommendations for complex business issues supportive to the unique culture and business environment of each client.

As a national speaker, Julia is known for her engaging and entertaining presentation style while providing practical strategies and thought-provoking insights on managing your most critical asset — your employees.


2020 U.S. presidential election: Impact on the economy, business and jobs

Date and time: October 27, 2020 | 2:00-3:30 p.m. CT
Speaker: Andrew Busch, economist keynote speaker

Andrew Busch

Andrew Busch

Andrew Busch is the former 1st Chief Market Intelligence Officer for the U.S. government and economist at AndrewBusch.com. For the CFTC, he was charged with improving and enhancing the government’s understanding of the markets and the economy. His job was to take all of the news, information and data on the economy and markets, and filter it into condensed, easily understood research.

Andy provided economic and market briefings to White House, U.S. House, U.S. Senate, the SEC, the Federal Reserve Board and the U.S. Treasury staff on a wide range of issues, including extreme market volatility; China’s influence on the global commodity markets and trade; and the impact of technology on market dynamics and the economy. He continues to act as an outside advisor to the White House.

Prior to joining the CFTC, Mr. Busch was CEO and founder of a boutique financial markets and policy research firm, Bering Productions, Inc (BPI). Before BPI, he was the Global Currency and Public Policy Strategist for Bank of Montreal (BMO) in Chicago. He was an outside advisor to the U.S. Treasury and White House under the Bush administration.


The dark web and what makes it so "dark"

Date and time: November 5, 2020 | 10:00-11:30 a.m. CT
Speaker: Mark Scholl

Mark Scholl

Mark Scholl

Mark Scholl is a principal in Wipfli’s risk advisory and forensics practice. With more than 30 years of experience, he specializes in all aspects of technology services for the firm primarily for the financial institutions industry, including information security and perimeter vulnerability assessments, IT risk assessments, network design and support, and IT training. In addition, Mark has an internal leadership role as the Illinois market leader, responsible for oversight and growth.


Credit Union Forum 2020

As you can see, we have some truly excellent speakers leading the four webinars in our Credit Union Forum 2020. Don’t miss out — register today.

Register now